“The only way to do great work is to love what you do” – Steve Jobs
Trent is a dedicated Financial Planner who began his career with an internship at Marangola Financial Group. This early experience revealed to him the profound impact financial planners can have on individuals' lives, solidifying his passion for the profession. Now, in his current role, Trent specializes in crafting customized and comprehensive financial plans, helping clients achieve their most important life goals.
Trent graduated from the University of Colorado Boulder with a Bachelor of Science in Business Administration, emphasizing Finance and Personal Financial Planning. Committed to providing the highest quality advice, he has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst (CFA). Additionally, he holds a license to prepare income taxes, enabling him to seamlessly integrate investment advice and tax preparation into comprehensive plans for his clients.
Trent has known Mike since he was 10, having met through the Boy Scouts of America. He achieved the rank of Eagle Scout by restoring the La Jolla Walk-in campground for his Eagle Scout project. In his free time, Trent enjoys outdoor activities such as backpacking, skiing, sailing, wakeboarding, and golfing with friends. He is always eager to be active and outside whenever possible.
Education:
Bachelor of Science in Business Administration with an Emphasis in Finance and an option in Personal Financial Planning, University of Colorado Boulder
Professional Designations:
Certified Financial Planner® (CFP®)
Chartered Financial Analyst (CFA)
Licenses:
FINRA General Securities Representative Series 7
FINRA Uniform Combined State Law Exam Series 66
CTEC Registered Tax Preparer (A324084)
California Insurance License (4217612)
Professional Affiliations:
Member, CFA Society of Los Angeles
Awards:
Eagle Scout